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McElhenny Sheffield Capital Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio XCEM Stock Details XCEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,247
Closed -$31.9K – 628
2022
Q4 		$31.9K Buy
+1,247
New +$31.7K 0.01% 219

Other funds holding XCEM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

McElhenny Sheffield Capital Management's XCEM Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2023, closing a stake of 1,247 shares — an estimated $31.9K sold.

McElhenny Sheffield Capital Management first reported a position in XCEM in Q4 2022 and held it in 1 quarter. The position peaked at $31.9K in Q4 2022. 59 funds tracked by Wall St. Rank hold XCEM as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Columbia EM Core ex-China ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,247 Columbia EM Core ex-China ETF shares in Q1 2023, an estimated $31.9K.
  • McElhenny Sheffield Capital Management first reported a position in Columbia EM Core ex-China ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Columbia EM Core ex-China ETF position peaked at $31.9K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.